| Task Management |
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| Task management is a tool for managers as
well as other team members for creating tasks and other checklist items. This
module helps in creating and assigning general as well as project related
tasks. It includes all the features such as creating tasks, assigning tasks to
other users, sending task via email, reviewing task, approving task etc. |
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| Create General Task/ Project Related Task: |
Allows users to perform the following function:Create
general task as well project related task.
Prioritizing a Task: Allows users to set the priority of the task to
one of the following:
LowMedium (default)
HighCritical
By Default, system sets the task priority to medium. User can change it.
Ignore Holidays: Allows users to designate holidays as
working days.
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| Assign User: |
Allows you to assign task to members of project team as well as
members outside the project team.
User can assign a task to more than one team member.
Allows users to assign memebrs with the following information:
Estimated Completion Date.Comments(if any). |
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| Task List: |
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There are 2 task list views available in the system. |
| Summary
View:Allows users to view list of tasks along with the associated
members and their status in a tabular format.Detailed
View: Allows users to view list of tasks along with the associated
members, their work percentage, number of attachments and the recent updated
status of the task. This view displays the task description as well as the
latest task status.
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| Advanced filters providing drill down capability: |
| Filters:
Summary view and Detail view allow users to filter the tasks based on the
following parameters:Project:Filter
the task based on the project name.
Created By:Filter the task by the user who created the task.
Assigned To: Filter the task by the user who is assigned
to the task.
Status: Filter the task by the status of the task, such as open,
closed, on Hold.
Order By: Users can order the results by Last updated date
and Owner.
Legends: Provides the description of all icons used on the screen.
Need attention: Allows users to view list of associated tasks that
need follow-up.
Team Table: Displays name and status of team members along with
their current work status.
Paging: Displays page numbers in case the number of tasks increases.
This helps users to view large number of tasks page wise.
Link to Task Status Details: Allows users to view the status details
of task from task list.
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| Task Status History: |
| Allows users to view the status history of a task.
The history is organized with the latest status coming on top users can also
perform the following functions from this screen:
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Update
Status: Allows users to update following status of the task:
Assign User
Close Task
Reopen Task
Put Task on Hold
Update Wrk Percentage of the Task
Create Custom Status
Edit Task Description
Edit Task Dates
Update Task Priority to Critical
Edit Task Description
Change Completion Dates
System keeps track of each status and user can view status details of a task.
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| Add on Features: |
Attach
File:Allows users to attach unlimited files. The system provides
Check In/Check Out facility for the attachments while user is viewing status
details of the task.
Send Email: Allows users to send Email to associated members.
Link to Update Status: Allows users to update the status of task
while viewing status details of a task from task list.
Easy Navigation: Allows navigation using BreadCrumb control (PL),
Control Tabs and Links.
Security: Ensures only authorized users can access the tasks.
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